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Home > Institutional Investor > Baker Chad R > Profile

Instuitional Investor - Baker Chad R

Fund Profile
Filing Period:
Fund Name: Baker Chad R
Portfolio Value $538,277,690
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 195,384 $40,086,935 7.45%
2.
Microsoft Corp
 MSFT 53,660 $26,691,021 4.96%
3.
Mastercard Inc
 MA 44,205 $24,840,558 4.61%
4.
Alphabet Inc.
 GOOGL 130,860 $23,061,458 4.28%
5.
Amphenol Corp
 APH 230,339 $22,745,976 4.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)